web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Qualification of lead ...
Customer experience | Sales, Customer Insights,...
Answered

Qualification of lead not automatically creating a contact and opportunity records

(0) ShareShare
ReportReport
Posted on by d365learner 12
I am experimenting on Sales trial version and found qualification of lead process confusing. When the qualify lead stage is clicked the process is prompting to either select an existing opportunity or create a new opportunity instead of automatically creating a new opportunity. I have verified the Qualify lead experience setting and it is set to automatic creation of records. Is there anything that I am missing here. Your help is much appreciated.
 
 
 
Qualify stage forcing to create an opportunity instead of creating it automatically.
 
Qualify Lead experience setting
  • Verified answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,489 Moderator on at
    This is correct functionality,
    If you click the qualify button present in Ribbon button then it will create the Opportunity along with that account and contact.
     
    After this opportunity will get created in below stage:
     
    Now, if you click the stage button then SYSTEM will ask you populate the opportunity for the current lead so that when it moves the stage system will able to find the opportunity associated to lead.

    Thank You,
    Pradeep Rai.

    Please mark this as VERIFIED. if it helps.
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the September Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Daniyal Khaleel Profile Picture

Daniyal Khaleel 89 Most Valuable Professional

#2
11manish Profile Picture

11manish 69 Super User 2026 Season 2

#3
Travis South Profile Picture

Travis South 45

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans